China Internet: Ctrip Deep Dive - Part I
Like other leading internet businesses, Ctrip enjoys strong network effects which confer benefits associated with virtuous cycle dynamics....
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With Organic Revenue Growth Slowing & Margin Improvement Likely to Stall, Why Even Own Ctrip?
Last week Ctrip.com International (ADR) (CTRP US) reported Q2 results that largely met analysts' expectations. However, management guidance for Q3...
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Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
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10 Things We Hate About Ctrip.com (As an Investment)
Late Wednesday morning in New York Ctrip.com International (ADR) (CTRP US) was hit by news stories suggesting that certain of its sales practices...
432 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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